Q4 2019 |
35 |
$403M |
+$163M |
-$171M |
-$7.62M |
BDSI, VRAYQ, AMRN, BHVN, ALKS
|
13F-HR |
2/14/2020, 07:47 AM |
Q3 2019 |
39 |
$319M |
+$105M |
-$172M |
-$67.6M |
AMRN, BHVN, IOVA, BDSI, AGN
|
13F-HR |
11/14/2019, 07:38 AM |
Q2 2019 |
34 |
$407M |
+$88.1M |
-$213M |
-$125M |
IOVA, PETX, NVRO, BHVN, RTRX
|
13F-HR |
8/14/2019, 08:15 AM |
Q1 2019 |
41 |
$458M |
+$45.2M |
-$148M |
-$103M |
IOVA, NVRO, CPRX, PETX, BDSI
|
13F-HR |
5/15/2019, 08:11 AM |
Q4 2018 |
45 |
$485M |
+$175M |
-$116M |
+$58.2M |
IOVA, TSRO, NVRO, PETX, RTRX
|
13F-HR |
2/14/2019, 07:45 AM |
Q3 2018 |
43 |
$557M |
+$115M |
-$162M |
-$47.1M |
IOVA, LJPC, ZGNX, ADMA, RTRX
|
13F-HR |
11/14/2018, 08:11 AM |
Q2 2018 |
39 |
$595M |
+$184M |
-$254M |
-$69.7M |
IOVA, MRTX, LJPC, ADMS, CORI
|
13F-HR |
8/14/2018, 08:19 AM |
Q1 2018 |
49 |
$634M |
+$163M |
-$194M |
-$31.8M |
LJPC, MRTX, HRTX, HZNP, CORI
|
13F-HR |
5/14/2018, 04:55 PM |
Q4 2017 |
44 |
$606M |
+$65.6M |
-$113M |
-$47.4M |
MRTX, HZNP, HRTX, RTRX, LJPC
|
13F-HR |
2/13/2018, 02:51 PM |
Q3 2017 |
43 |
$645M |
+$61.9M |
-$186M |
-$124M |
HRTX, CORI, RTRX, HZNP, AVDL
|
13F-HR |
11/14/2017, 10:57 AM |
Q2 2017 |
1 |
$162K |
$0 |
$0 |
|
SSKN
|
New Holdings |
8/17/2017, 12:49 PM |
Q2 2017 |
48 |
$690M |
+$131M |
-$157M |
-$25.8M |
HRTX, RTRX, HZNP, AVDL, PETX
|
13F-HR |
8/14/2017, 09:03 AM |
Q1 2017 |
49 |
$713M |
+$87.4M |
-$309M |
-$222M |
HZNP, HRTX, RTRX, AVDL, SCTL
|
13F-HR |
5/15/2017, 08:08 AM |
Q4 2016 |
61 |
$883M |
+$164M |
-$214M |
-$49.6M |
HZNP, PGNX, RTRX, HRTX, FLML
|
13F-HR |
2/14/2017, 09:40 AM |
Q3 2016 |
66 |
$1.05B |
+$143M |
-$196M |
-$52.9M |
HZNP, RTRX, NVDQ, PGNX, FLML
|
13F-HR |
11/14/2016, 09:58 AM |
Q2 2016 |
67 |
$902M |
+$125M |
-$102M |
+$23.6M |
HZNP, NVDQ, ANGO, RTRX, FLML
|
13F-HR |
8/15/2016, 12:07 PM |
Q1 2016 |
67 |
$862M |
+$100M |
-$330M |
-$230M |
HZNP, NVDQ, FLML, RTRX, PGNX
|
13F-HR |
5/16/2016, 10:01 AM |
Q4 2015 |
81 |
$1.39B |
+$305M |
-$203M |
+$102M |
HZNP, VRX, NVRO, HRTX, RTRX
|
13F-HR |
2/16/2016, 11:28 AM |
Q3 2015 |
1 |
$5.36M |
$0 |
$0 |
|
BLRX
|
New Holdings |
11/20/2015, 10:58 AM |
Q3 2015 |
83 |
$1.26B |
+$276M |
-$178M |
+$98.1M |
HZNP, NVRO, FLML, RTRX, PGNX
|
13F-HR |
11/16/2015, 04:02 PM |
Q2 2015 |
89 |
$1.52B |
+$308M |
-$214M |
+$94.4M |
HZNP, FLML, HRTX, RTRX, PGNX
|
13F-HR |
8/14/2015, 10:00 AM |
Q1 2015 |
79 |
$1.25B |
+$199M |
-$331M |
-$132M |
HZNP, FLML, RTRX, AEGR, PGNX
|
13F-HR |
5/15/2015, 11:56 AM |
Q4 2014 |
72 |
$1.14B |
+$233M |
-$195M |
+$38M |
HZNP, FLML, PGNX, EBS, AEGR
|
Restatement |
2/17/2015, 05:18 PM |
Q3 2014 |
70 |
$948M |
+$197M |
-$258M |
-$61.3M |
FLML, HZNP, AMAG, PGNX, EBS
|
13F-HR |
11/14/2014, 03:27 PM |
Q2 2014 |
68 |
$969M |
$0 |
$0 |
|
FLML, HZNP, ANGO, EBS, BDSI
|
New Holdings |
8/21/2014, 06:33 PM |
Q2 2014 |
68 |
$969M |
+$175M |
-$161M |
+$14.7M |
FLML, HZNP, ANGO, EBS, BDSI
|
13F-HR |
8/14/2014, 01:21 PM |
Q1 2014 |
85 |
$1.03B |
+$381M |
-$224M |
+$157M |
FLML, HZNP, DEPO, EBS, ANGO
|
13F-HR |
5/15/2014, 02:37 PM |
Q4 2013 |
60 |
$758M |
$0 |
$0 |
|
DEPO, LCI, ANGO, TEVA, NVDQ
|
Restatement |
2/28/2014, 02:58 PM |